Specializing in QuickBooks® and eCommerce Training & Integration

Roxanne Brown

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If you have your Capital One account linked with QuickBooks; and it stopped working recently – you are not alone.  Starting December 19, 2017, Capital One Bank discontinued their Direct Connect service integration with QuickBooks and replaced it with Express Web Connect.  This will cause loss of Bill Pay functionality, as well as statement download.  You need to make sure you have the latest updates installed; to learn more visit:  Intuit support article.

Every year our users want to know what they should be reviewing to make sure their accounting data is ready for tax preparation. Join me, an Advanced Certified QuickBooks ProAdvisor and long-time Stone Edge consultant, to review the correct processes and reports to wrap up your fiscal year.

We will dive into all the numbers and data so you know how to handle everything from sales tax, to open orders with drop-shipments, accounts receivables and more.  We will go over the proper year-end and month-end procedures and discuss various reports in Stone Edge and Quickbooks to help you understand what you need to know.  With the end of the calendar year approaching (and for many of you, your fiscal year-end) this information could not be more timely.

The Webinar is scheduled for Thursday, December 28th, 2017 at 2:00 PM EDT.

Please use the registration link below to join us for this valuable information.

Register Now!




What is Share a Refund?

Share a Refund helps you collect refunds on late deliveries, unshipped packages, and billing errors on your FedEx and UPS accounts.

Share a Refund examines your shipping accounts. If a package is late, unshipped or double billed, Share a Refund files a claim with FedEx and UPS. You receive a refund in the form of a credit.

Share a Refund is for all businesses, no matter the size. Shipping just a few times a week or thousands times a day, this app will lower your shipping expenses from FedEx and UPS. There is absolutely no extra work for you or anyone in your company.
How does it work?

Any package that is delivered one minute late is qualified for a full refund from FedEx and UPS. But finding the late shipments is challenging, and filing refund claims is time-consuming and must be done right away. Share a Refund accomplishes all responsibilities required to regain the money you are already laying out. They make it easy for you to save money on shipping.

Share a Refund collects 50% of the savings delivered. There are no upfront fees, and no ongoing fees. They continually analyze your shipping accounts for free, and report on any refunds delivered weekly. This is a performance-based service. In other words, if they deliver $40 in savings in a given week, then they invoice and collect payment from a credit card on file for $20, or half of the total savings delivered. If there are no savings delivered, then you don’t pay anything.

  • With Share a Refund, you can audit multiple FedEx and UPS accounts. There’s no limit on the number of shipping accounts that we manage or the number of shipments that are auditing.
  • Share a Refund is a cloud-based solution which means that you’ll never have to install any software, manage upgrades or back up your data.
  • Share a Refund was built with those outside the U.S. in mind. Please note that there are limitations on the terms of service provided to you from UPS and FedEx. Share a Refund will let you know of any limitations in their auditing abilities based on where you live.
  • To sign up for an account: https://www.sharearefund.com or download the app for your QuickBooks online account at https://apps.intuit.com/app-b7q85ehtyg

Join us on May 4th at 2:00 p.m. EST to check out the latest release of Marketplace Reporting for Amazon (aka Communiqué for Amazon).

We will be discussing, and showing, the new reports, features, and enhancements included in this latest release.  For more information on what’s included in the this release please refer to the release notes.

I will be joining the webinar to discuss some of the accounting features and sharing how many of my clients currently use the tool.  We will discuss reconciling payments with orders, best practices and how Communiqué for Seller Central resolves many of the accounting challenges encountered when selling on Amazon, and much more!

Register today at:  Thursday, May 4, 2017 2:00 PM – 3:00 PM EDT webinar.

Once registered, you will receive an email confirming your registration with information you need to join the Webinar.

I hope to see you there!

Rox 🙂




In order to fight fraud, The Protecting Americans from Tax Hikes (PATH) Act of 2015 was signed by President Obama in December. The act changes the filing deadline for W2s and most 1099s. The biggest change for most people is when they have to remit the 1099-M forms. In the past these had to be mailed out by March 31st – now they are due January 31st – the same as employee W2s! If you haven’t already updated your records in QuickBooks with the needed information to complete the forms you should start now.

Previously employers had two dates to remember when remitting W-2s: January 31st, to provide employee copies, and February 28th, for paper filings submitted to the Social Security Administration (March 31st for electronic filings). This has also changed.
Beginning with forms from 2016, employers have one filing deadline for all Federal W-2s, January 31st. This is the new date for both employee and agency copies; and it’s the same whether you are filing paper or electronic returns.

The new January 31st deadline applies to certain types of 1099s. If you’re filing Form 1099-Misc and reporting amounts in Box 7: Nonemployee Compensation, then you need to meet the new deadline of January 31st. This pretty much covers the majority of business owners; since this is what you file for your subcontractors.

If you don’t have amounts in Box 7, then the deadline will still be February 28th for paper filings or March 31st for electronic filings.

Employers need to be ready to complete year-end tasks:
• Confirm the accuracy of employee information

• Make sure all payrolls and subcontractor payments are recorded in QuickBooks before you generate the forms

• Confirm you have all needed information for your subcontractors; if you don’t have a W-9 form on file for your subcontractors you can download a fillable form from: https://www.irs.gov/pub/irs-pdf/fw9.pdf

• Report/submit any year-end adjustments as soon as possible

• Checking year-end totals for any inconsistencies

If you need to make corrections after you’ve already sent your file to the Social Security Administration, you can do so by filing Form W-2c, Corrected Wage and Tax Statement. You can read more about this at: https://payroll.intuit.com/support/kb/2001909.html

This is going to be a burden on most small businesses; no doubt about it. The more you can do now to alleviate the extra stress of the new deadline the better.

Happy Holidays!
Rox 🙂

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Stone Edge Error – Compile Error at Start-Up

A recent Microsoft Office 2010 Update (KB3085515) is causing a Compile Error when starting Stone Edge; and you will be unable to log in to the system. Not the best way to start your day!

Stone Edge was quick to respond to this technical issue that affected a number of users yesterday and posted the steps to fix your system on their forum. We also sent out alerts to our users; hoping to warn our clients before they installed the update – luckily this helped a number of clients avoid this frustration altogether. Thank you Stone Edge for the quick response!

In case you’ve installed the update we thought we would also post the fix here.

Use The Steps Below From Microsoft To Uninstall This Update:

Windows 10

1.Go to Start, enter View Installed Updates in the Search Windows box, and then press Enter.

2.In the list of updates, locate and then select update KB3085515, and then select Uninstall.

Windows 8 and Windows 8.1

1.Swipe in from the right edge of the screen, and then select Search. If you’re using a mouse, point to the lower-right corner of the screen, and then select Search.

2.Enter windows update, select Windows Update, and then select Installed Updates.

3.In the list of updates, locate and then select update KB3085515, and then select Uninstall.

Windows 7, Windows Vista and Windows XP

1.Go to Start, enter Run, and then select Run.

2.Enter Appwiz.cpl, and then select OK.

3.Use one of the following procedures, depending on the operating system that you’re running.

            Windows 7 and Windows Vista

                               Select View installed updates.

                               In the list of updates, locate and select update KB3085515, and then select Uninstall.

            Windows XP

                               Select the Show updates check box.

                               In the list of updates, locate and select update KB3085515, and then select Remove.


If you have not installed this update please hold off on doing so.

We typically recommend that you not allow your computer to automatically install Microsoft updates because of issues like this. Instead set your computer to download the updates only so you can manage when they are installed.  You can then install the updates on off hours to make sure they don’t “break” anything in your environment. I learned this the hard way several years ago when an update took our entire network down for a day!  I have the system set to automatically download the updates and notify me – then I wait!  I always hold off for a few days to several weeks before I install any updates; this way I can monitor the forums for anything that may cause problems for me. This procedure has saved me a LOT of headaches over the years; not to mention time.

Have a great day!

Rox 🙂

Outfitters (3)

We were thrilled to learn that the new owner of Stone Edge accepted an invitation to join us at the conference in April.  Weiwei Li, the new owner of Stone Edge, is not only attending CommCon 2016, he will also be the guest speaker for the Future of Stone Edge Moving Forward session scheduled for Saturday, April 2nd, 9:10 – 10:00 am. Continue reading

Outfitters (1)

Communiqué & Stone Edge User Conference 2016

We are thrilled to be a part of CommCon 2016  April 1st – 3rd, 2016!

Altaireon, the creator of Communiqué, has announced CommCon 2016 and we couldn’t be more excited!  CommCon 2016 is a solution-oriented conference geared towards Communiqué and Stone Edge users; it’s packed full of great content, networking opportunities, practical ideas and invaluable tips.  It will be held at the Walt Disney World Swan and Dolphin Resort in Orlando, FL.

Barney Stone, the original founder of Stone Edge, will be with us again this year; as will Steve Cisick from Technology Copilot.

Head over to the CommCon 2015 highlight page and check out the comments from the October 2015 conference.

Register today to reserve your seat for the 2nd Annual Communiqué User Conference – CommCon 2016: 

Attendance is limited to the first 150 attendees, so sign up now to reserve your seat before it’s sold out!

Conference at a Glance: 

  • Friday, April 1st – Sunday, April 3rd, 2016

Location: Walt Disney World Swan and Dolphin Resort, Lake Buena Vista, FL

  • Discounted CommCon 2016 rate $189 per night – Book your room today; and bring the family!  Many of the attendees last year came down a few days early or stayed a few extra days to enjoy the park; it couldn’t be more convenient.

Registration Fee: $395 per person.

Keynote Speaker:

Session Moderators:

If you have any feedback on sessions/topics that you would love to see covered; please email me today.  We are finalizing the schedule and love to hear what the most important topics are for you.

Don’t wait – register today!

I look forward to seeing everyone there!

Rox 🙂

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